Welcome to the scheduling page for Megan Hannah.
Please select which type of Event you want to schedule.
Initial Consultation
Learn more about Emerald Advisors and how we can help you plan with purpose.
Meet with a Team Member
Schedule a time to discuss a topic of your choosing.
Client Annual Review
A time for clients to review their financial plan, accounts and performance.
Investment Discussion
An opportunity to focus on investment strategies and portfolios.
Deferred Compensation Analysis
Review current DCP elections and prepare for open enrollment. Please come to the meeting prepared to login to the plan provider's website. We would also appreciate a copy of a statement in advance.
RSU Vesting Discussion
Planning discussion in anticipation of stock units vesting.